FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing varies by client.
- What is your typical process for working with a new customer?
I like to get to know the clients business, what they are looking to achieve over the next year and what do they feel is missing currently. Reviewing current statements and financial records are used to determine pricing structure.
- What education and/or training do you have that relates to your work?
I am part of a cohort of bookkeepers across the US that connect weekly to support one another. I have also obtained my Quickbooks ProAdvisor and in the process of renewal.